Gifts of securities such as stocks, mutual fund shares, or other appreciated assets can be a great tax-efficient method for making a gift to Xavier. In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax.

Please notify the Advancement Office of the gift by filling out our online securities transaction form or faxing a copy of our printable securities transaction form to (212) 924-0303, e-mailing it to Shane Lavin '03 (lavins@xavierhs.org), or calling regarding the details of the stock(s) being transferred as soon as the gift is made. This allows the gift to be identified when it arrives.

Stock donations should be transferred directly by your broker to Xavier’s brokerage account at Vanguard. The information is as follows:

Vanguard

DTC # 0062

Brokerage Account #33949878 for the benefit of the College of St. Francis Xavier

Contact at Vanguard: George Anderson at (610) 503-0082

To use your donor-advised fund to make a gift to Xavier, you should communicate with your fund administrator to generate the gift and to understand any quarterly or end of year deadlines they may have.

Several donor-advised funds can be found here.

If you are age 70½ or older, you can make a tax-free distribution from your IRA to Xavier High School. Please contact Shane Lavin '03 at (212) 337-7611 for more information.

Double or even triple your gift's impact! More than 1,000 companies offer some level of corporate match for their employees' philanthropic interests. You will be recognized for the full amount of your own gift plus any resulting corporate match. Contact your company's personnel or human resources office to find out if your employer, or your spouse's employer, has a matching gift program. If you have questions or need further information, contact Jennifer Reeder at (212) 924-7900, ext. 1581.

A bequest to Xavier can be a powerful expression of your faith in the future of the school. Through your will or trust you may support areas important to you on 16th Street or provide an unrestricted gift that will be applied to the school’s most urgent needs. You may also be able to take advantage of an estate-tax charitable deduction and, possibly, reduced estate settlement costs. Learn more.